Altify’s suite of Salesforce native solutions guide and coach sellers to identify and map key relationships, uncover business insights, align sales processes to buying processes, qualify, manage and execute deals, and grow wallet share in accounts.
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Yesware
Score 7.3 out of 10
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Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a …
Yesware had a lot more accurate tracking than Sendgrid and had a great integration with Salesforce to track who was sent emails. Sendgrid had no way of tracking and became hard to manage who we had sent emails. Sendgrid did help to maintain domain health and allow for far more …
Groove has a simple and more user-friendly interface. It also allows mass emails to be sent more easily. Yesware provides this as well but some of the features were off - like the preview ones. It just needs an interface update. I believe if this feature was fixed, Yesware …
Yesware is far superior to the free or included-in CRM email trackers I have tried over the year; it is just more accurate and tracks the opens more reliably, and can filter out your opens and opens from people in your own organization so you don't get any false positive results.
Our team evaluated Salesloft, Saleshandy, RightInbox, and Boomerang. We felt that the Yesware integration with GMail was simple and unobtrusive. While none of these tools integrate directly with our CRM, Yesware's ability to upload contacts via .csv files helped ease that pain …
I preferred using Yesware to Outreach in terms of the templates themselves because with Yesware as an end user I could still customize the messaging and make the email sound like me. With Outreach templates were locked down so end users could not change any of the messaging and …
WE were looking for a sophisticated tool to solve our outbound efforts and one name keep popping up. Outreach. We tried to set up meetings with them but they discovered us over an email and told us that someone from my org tried to look for their solution however it is not best …
We use both Yesware and Moosend and they each serve their own purpose. Yesware is better suited for plain text emails, whereas Moosend is best for HTML emails. They do work together sometimes when we need our counselors to have access to an email we built in Moosend when we …
I've had deliverability issues with Mixmax and downtime issues with Apollo. No real service issues using Yesware, but it does lack in some features behind the two. Ultimately, deliverability was the most important factor for me in choosing Yesware. I like Mixmax's ability …
We ended up changing from Yesware to Groove due to some functionality and integrations we needed like SFDC and LinkedIn Sales Navigator. We wanted to be able to track inmails and upload LISN leads automatically.
Yesware is much more reliable compared to others. The tracking feature is the most outstanding feature of this software which is not provided to the same extent by other software. Users can track each and every email, whether email has been opened or not, which device has been …
I evaluated both Yesware and Salesloft. I found that Salesloft offered a ton of additional features that weren't necessary for our needs and had a price point to reflect the additional functionality. Yesware fits our needs with its product offering and price.
Yesware is much more efficient than its competitors and gives much more real-time results compared to SalesLoft for example that in my experience has lagged. Yesware is much more dynamically priced as well which makes it easy to fit any business's needs. We selected Yesware for …
Yesware is extremely limited in functionality compared to something like SalesLoft, which is a much more comprehensive tool. We originally moved to Yesware from SalesForce Inbox and Engage as that did not offer the flexibility to deploy templates and was much more cumbersome …
Yesware is so much simpler to use. Because of the integrations and how easy it is to use it actually gets used by our team. I've used many systems like this in the past and nothing gets used as much as Yesware.
Yesware is less robust than Outreach. Outreach might be overkill for your needs. Outreach is a great SDR tool. Yesware is great for strategic email outreach.
Yesware is simple. There is less of a hassle upon implementing it and setting up multiple users. The pricing is also much more reasonable and pragmatic. Hubspot was overly complicated and not as specialized, trying to do too much instead of perfecting one aspect. With Yesware …
We use both and outreach has more functionality in terms of automation but it is 3-4X the pricing which is why I still stick with Yesware for a majority of my teams.
Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.
Yesware has had the best deliverability of all the email senders I've used (beating Mixmax, Apollo, GMass). Yesware is perfect for sales teams sending outbound. It's not well suited for sending marketing campaigns/newsletters. It's great for startups/SMBs/early mid-market companies on the Premium team for sales teams <10. I haven't experienced the enterprise option, but for small teams it's hard to beat.
Personalization- Yesware does a great job at allowing you to customize and edit emails in a way that allows you to send a mass amount, but still have them feel like you spent a lot of time personalizing each one. Allows you to move faster and more efficient.
Tracking and reporting- the tracking and reporting is very detailed, clear and concise. Allowing you to gain insight into how well your emails are doing in terms of open rates, clicks and reply's. This is extremely helpful for testing out different subject lines and email copy to find out what emails are the most successful and why.
It is all around easy to use- does not require much training on the tool, if at all. Easy to navigate and set up through Salesforce. Any member of your team can use it to their advantage and hit the ground running very quickly.
Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person
I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
WE were looking for a sophisticated tool to solve our outbound efforts and one name keep popping up. Outreach. We tried to set up meetings with them but they discovered us over an email and told us that someone from my org tried to look for their solution however it is not best suited. I replied, that I would still like to look at their tool to understand if this could solve our newly created team for outbound but they decided not to move onto a demo as not having Salesforce kinda was a deal-breaker for them. Hence, we decided to stick to Yesware as we thought it solved our problem, and outreach maybe just looks for Enterprise level customers.
Micromanagement (negative): By implementing Altify as the sales process management tool for our company during a change in sales methodology we created a micromanagement storm that left reps not truly gaining the benefit of the buyer-centric methodology. Rather than using the tool as a guide to the new process, it became a series of checkboxes that reps were mandated to fill out by management. This has left us unpicking the process to reengage the reps in a positive manner on how to work through opportunities in a customer-focused way. Sales process manager and opportunity assessment were disabled to try to fix this negative impact.
Account Plans (positive): While difficult for smaller accounts, the account plan feature did create a standard way for sales users to create account plans and manage their accounts better
I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
